# Facet Wealth, INC. 401(k) Plan
Source: https://planprovider.pro/companies/facet-wealth-inc-401k-plan

> Facet Wealth, INC.'s 401(k) plan: 147 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Facet Wealth, INC.

- **Sponsor EIN:** 813453207

- **Sponsor Address:** 400 EAST PRATT STREET, BALTIMORE, MD, 21202

- **Plan Type:** 401(k)

- **Total Participants:** 147

- **Total Assets:** $21.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|147|$21.1M|$883,489|$2.4M|

| 2023|226|$19.2M|$1.0M|$2.8M|

| 2022|267|$13.5M|$1.0M|$3.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$20,251|$16,253|—|—|—|

| 2023|$16,802|$12,710|—|—|—|

| 2022|$12,047|$12,022|$25|—|—|

## Similar Plans

- [Profund Advisors LLC](https://planprovider.pro/companies/profund-advisors-llc-401k-plan) — 156 participants

- [Kdp Investments, LLC](https://planprovider.pro/companies/kdp-investments-llc-401k-plan) — 117 participants

- [Brown Capital Management Holdings, INC.](https://planprovider.pro/companies/brown-capital-management-holdings-inc-plan) — 33 participants

- [Kelly Financial Group, LLC](https://planprovider.pro/companies/kelly-financial-group-llc-401k-plan-001-8177) — 23 participants

- [The Financial Consulate, INC.](https://planprovider.pro/companies/the-financial-consulate-inc-plan) — 21 participants

- [Robotic Research Opco, LLC](https://planprovider.pro/companies/robotic-research-opco-llc-401k-plan) — 276 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/facet-wealth-inc-401k-plan)

© 2026 PlanProvider.Pro